How it works

How it works

Our process for helping you invest responsibly, in a way that is right for you, follows these steps: 

Free Initial Discussion

Via phone call, Zoom or face to face

Agree Initial Service

Choose advice or information only

Collaborative Sessions*

Determine responsible investment & risk tolerance preferences

Provide Advice*

Including recommended Responsible Investment option


Application completed & investment set-up 

Monitor & Review

Review offered annually, or at your request

* Does not apply for Information Only service

Investment Minimum

  • $250,000

Initial Advice

This is provided as a written plan and includes a responsible investment portfolio recommendation, based on an understanding of your:

  • Responsible and Ethical Investment preferences
  • investment objective
  • investment timeframe
  • investment risk tolerance

The plan includes investment projections showing expected values and, depending on your needs, may also show the effect of contributions and/or withdrawal of funds.

One-off Fee: $250 to $500 (incl GST)

* An Information Only service is also available for investors who don’t require advice – One-off Fee: Nil 


We will assist you in completing all requirements for the investment application.

Fee: Nil

Ongoing Monitoring & Review

We provide this service by:

  • providing six-monthly investment reports
    These reports provide comprehensive updates on your portfolio value, returns, holdings and transactions.
  • offering an annual review
    Reviewing your investment periodically is important as it provides the opportunity to see if it is continuing to meet your needs, which are likely to change over time.
  • being available at other times as required
    You are able to contact Jonathan at any time if your circumstances change, you wish to make or alter transactions, or if you have any questions about your investment.

Ongoing Monitoring & Review Fee: 0.92% (GST included) of funds under management, decreasing with larger portfolios.

All fees are agreed and documented in advance.

Responsible Investments

See the inclusions and exclusions in some of our options and why you should use Rise Financial.

What we offer responsible investments thumbnail

Fossil Fuel Free Investments

Reduce your ties to fossil fuels.